Financial Planning Support Specialist

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Job Description

The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of the First Command financial planning software. You will be responsible for:

• Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
• Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
• Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
• Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
• Contribute to the creation of training content based on experience with variety of support request
• Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed
• Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
• Develop and maintain deep expertise on financial planning software tools and related FinTech
• Coordinate with other home office teams as needed to resolve advisor support requests
  
  

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) .

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Skills And Requirements

• Bachelor's Degree
• 2 years of relevant financial services industry experience
• Knowledge of financial planning tools, concepts and strategies (MoneyGuide/ Holistiplan)
• Ability to understand and interpret client data
• Excellent verbal and written communication skills - Advanced credentials in financial planning (CFP, ChFC, CpA, etc.)
  
  

If you have questions about this posting, please contact support@lensa.com